QMID vs IWR

AQMID

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$13,915IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common7.2%QMID and IWR

QMID

IWR

WisdomTree U.S. MidCap Quality Growth Fund · $2MiShares Russell Mid-Cap ETF · $56.8B

[…]3 years · per year[…] · $17,017+19.4%

[…]5 years · per year[…] · $13,915+6.8%

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

0.49%12-mo yield$49 · $118 on $10k1.18%

−10.7%Worst dropSmaller wins−8.2%

15.1%VolatilityLower wins13.8%

0–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsQMID · IWR

2.3%TEAM0.2%

2.0%THC0.2%

1.4%EXEL0.1%

1.5%PR0.1%

Held in common7.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B
2	AQMID	WisdomTree U.S. MidCap Quality Growth FundRead Desk		0.38%	0.49%	−3.3%	+5.6%	+8.5%	new	new	−10.7%	$2M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B
2	AQMID	WisdomTree U.S. MidCap Quality Growth FundRead Desk		0.38%	0.49%	−3.3%	+5.6%	+8.5%	new	new	−10.7%	$2M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QMID vs IWR

QMID

WisdomTree U.S. MidCap Quality Growth Fund

[…]

IWR

iShares Russell Mid-Cap

$13,915

MeasureQMIDIWR

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield0.49%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.4%

Worst drop · 1Y−10.7%−8.2%

Volatility · 1Y15.1%13.8%

4–0measures won
IWR first

7.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QMID, IWR

Today

7.2%most shared, QMID and IWR

QMIDIWR

QMID—7.2%

IWR7.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

QMID$49 − $38 = $11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee